Medstar Team

check if lead sheets are shared with doctors/staff members- email notifying with link- and to not touch the grey fields only green

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Notes
Let's talk about the best person to assign this to Hector Mota, Operations Manager at Medstar Hector  

Comments & Events

Hector Mota, Operations Manager at Medstar
Sure Whitney. 
Perhaps we can go over it during our first new meeting of 2020!!
Please let me know. 
whitney.zelig@gmail.com, Medstar
I'm thinking we should assign to Kristabel or Jonnamae to make a spreadsheet. 

On this spreadsheet, they should confirm WHAT email address all forms & pop-ups are going to..and then make sure those email addresses are shared on the lead sheet. ( that is for the clients we have access to )
Hector Mota, Operations Manager at Medstar
Yikes, we actually forgot to go over this during our meeting I believe. 
And yes, Kristabel or Jonnamae can take care of this. 
whitney.zelig@gmail.com, Medstar
Maybe we should add it to the weekly ad report kristabel does? I mean .. it's pretty important ! 
Hector Mota, Operations Manager at Medstar
That is one option. I believe the number of leads from each client are already listed there. 
We can ask Chris for his insight and see what he thinks. 
Hector Mota, Operations Manager at Medstar
We got this covered! 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.